Divisional Wealth Management Consultant - Madison & NW Illinois
Core
Drive sales and increase territory performance by educating, training, and motivating financial advisors across Madison & NW Illinois.
Role type
Divisional Wealth Management Consultant (Internal Wholesaler)
Builds
Sales growth for mutual funds, ETFs, and Retirement Plan products within a specific geographic territory.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
internal wholesaling, sales territory management, selling mutual funds/ETFs/Retirement plans, custom financial analysis, persuasive presentation delivery, synthesizing complex information
Preferred skills
managing own sales territory with individual accountability, leveraging technology for analysis
Technologies
Excel, PowerPoint, Bloomberg, FactSet
Responsibilities
Educate and train financial advisors on products and strategies, motivate advisors to increase sales, deliver individual and group presentations to advisors and investors, analyze market data to identify sales opportunities
Seniority
Mid-level, hands-on IC